ISHARES TR

Ticker: LRGF CUSIP: 46434V282 Class: U S EQUITY FACTR

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 797,455 Value ($000) $55,367 Avg Close — Range —
Q3 2025
Shares 801,315 Value ($000) $55,355 Avg Close — Range —
Q2 2025
Shares 731,834 Value ($000) $46,932 Avg Close — Range —
Q1 2025
Shares 697,338 Value ($000) $40,362 Avg Close — Range —
Q4 2024
Shares 620,387 Value ($000) $37,440 Avg Close — Range —
Q3 2024
Shares 482,654 Value ($000) $28,366 Avg Close — Range —
Q2 2024
Shares 315,341 Value ($000) $17,561 Avg Close — Range —
Q1 2024
Shares 178,477 Value ($000) $9,604 Avg Close — Range —